You see the number swirls all over Gray, Gray & Gray’s office and advertising efforts. But what does “going beyond the numbers” really mean and how can you play a role in delivering the firm’s value proposition? In order to remain relevant, we need to deliver exceptional client service that extends far beyond compliance and is more consultative in nature. Transitioning from the role of an accountant to a proactive trusted business advisor is necessary to progress along your career path and ultimately retain clients. This session will show you how!
*Recommended for all team members.*
2 CPE Credits Available